I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

I've been a client of Mason Newsom from Padgett for a few years now for standard tax returns and…read morehe's been great to work with. The first year I had a complicated multi state tax return and he took care of both with ease. I find him to be very easy to work with, thorough, compassionate, communicative and responsible. Highly recommended!

Wow. Three calls to their published phone number, no answer. Left name and number, no callback…read moreafter 24 hrs. Wondering if they are even open anymore. Edit: After contact from Mason, I'm upgrading the rating. I still see this as a communication concern. I can speculate that maybe this is a small office but wish they could have left at least one person behind (or updated their phone message) to field calls from current or prospective clients.

After reading Sumeet's Yelp reviews, I had such high hopes. Unfortunately, she has trouble…read moreresponding to prospective clients. My fiancé called and left a voicemail message, which she did not respond to. He called the next day, and she answered and said that she thought she had returned all of her calls. She told him that the best way to reach her was via email. So he conferred with me about scheduling an appointment with her, and then sent her an email. Here we are four days later, and nothing. So frustrating!

Sumeet was bright and very knowledgeable when we finally spoke on the phone. I was looking forward…read moreto working with her, however, she never called back or responded to my email after our initial conversation. Her prices were comparable to others but I wasted time trying to reach her by phone (it took 2 tries) and ultimately I had to find another CPA.

Sound Planning gains customers by educating them before they are customers - we were nearing…read moreretirement and needed a hand navigating Medicare and did we have enough for the future . We first went to their free seminars, about 8 hours worth, and signed up. We are very pleased that we were assigned to Loren, he is easy to reach anytime with questions.

Loren and Gretchen took the time to ask us about lives and genuinely care about how we are doing…read more We truly know they want to help us make good financial decisions and aren't afraid to give suggestions that may not benefit them. We have been clients for 9 years and wouldn't want anyone else to help us with our retirement accounts! SPG is AWESOME

I've been working with Tyler and his team for the past few years, and I honestly can't imagine…read moretrusting my taxes to anyone else. From the very beginning, he's been friendly, patient, and incredibly knowledgeable. He always takes the time to explain things in a way that makes sense, answers my questions, and stays on top of every detail. Communication is smooth, deadlines are never an issue, and I always feel confident that everything is done accurately.

Tyler and his team consistently provide great service, after looking for years for Tax support,…read morePitch CPA is clearly the answer. I could not recommend them more, they have assisted myself and many friends with business and personal filings, and have consistently provided exceptional and timely service. Tyler is organized, professional, and extremely knowledgeable, and I have and will continue to recommend him to anyone looking Tax support.

Adam is an amazing asset manager. He has consistently been able to get my investments high returns…read morewhile providing securing and peace of mind. I would highly recommend him to friends and collegues.

Adam Droker of Waterrock Global has been my go to guy for investment and financial planning advice…read morefor nearly a decade. He is a wealth of knowledge and has helped grow my portfolio through the downturn and the current bull market. He's also been a great resource and consultant for me on a variety of other investment opportunities. Occasionally we disagree...sometimes I've been right, but usually his is advice is better then my gut and I go with his recommendations. One of the great things about Adam is he truly wants to see his clients fulfill their financial dreams and goes out of his way to be available as well as to call with potential stock opportunities as they arise. It's been a pleasure working with Adam and I look forward to many more prosperous years of growth...and an early retirement :)

Gloria is the most amazing representative of Chase bank that I've ever worked with. She is sharp,…read moreclear, concise, and just a great human being overall!

Opened up a child bank account today and was very well taken care of. Service was friendly and fast.read more

I engaged Dimov tax for my 2025 taxes. Fantastic experience! The team made the entire 2025 tax…read morereturn process seamless, and efficient. They were professional, responsive, and extremely knowledgeable. What really stood out was their attention to detail and commitment to client service--every concern was addressed promptly. If you're looking for a reliable, trustworthy, and top-tier tax company, I highly recommend them. I'll definitely be returning next year

UPDATE: My accountant, Scherie, reached out to set up a call and get my questions answered, so I…read moremay update the rating later on. She apologized for the poor communication, which I appreciate--though I'm not sure why the administrative assistant (whose role I assume is to communicate/schedule on behalf of the accountant) is less communicative than the accountant herself? They are very responsive when trying to get your business, but as soon as you pay they disappear off the face of the earth. I have no idea what the status of my tax return is, nor whether the proper returns were even filed. One of the state tax departments reached out to me asking me to pay more and Dimov tax will not even confirm whether they filed that return, nor advise me on what should be done. The "administrative assistant" assigned to my case has not responded to my emails for a week, and when I try to call her it instantly gets sent to voicemail. I'm not sure what kind of people get 5-star treatment here, but it's certainly not everyone. In the past, we've also tried to schedule calls due to difficulty communicating and getting answers over emails, but the staff made it extremely difficult to do so, asked for what our questions were over email, and then gave non-answers to the questions and cancelled the meeting saying that the questions were already answered. I wanted to give the benefit of the doubt that it was peak tax season when we reached out and hence we had difficulty reaching them, but the pattern is very clear: when they want payment, they will respond; after payment is given, service drops to almost zero. I would highly advise you to stay away from this business.

When I worked in the corporate environment, I never had a problem earning money. Saving it was…read moreanother story...but I was making enough that frankly it didn't matter as long as the paychecks kept coming and the 401K savings was auto-deducted. It wasn't until I made the leap to small business owner where my deeper underlying money beliefs reared their ugly heads. Things got super real...in not a good way. My chronic tendency to depreciate the value of my heart-centered hard work meant that I was constantly underpricing and in a state of "not enough". I've been working with Heather for a few months and have been amazed at the shifts. Starting at the first meeting we were able to access and clear some of the mistaken beliefs that I have about money (tied to old but subconsciously powerful traumas). I've raised my rates and started being able to self-regulate when fear and anxiety raises it's ugly head. I've taken a number of classes on the mechanics of handling money..but working with Heather is the first time that we've gotten to the underlying reasons of why. Highly recommend!

From the owner: Money Mentoring, also known as money coaching, gives you the practical skills to trust yourself in…read moremoney matters by bringing to light the beliefs and attitudes that may be influencing your money behaviors. You will be guided to create a customized spending and earning plan that is specific to your individual needs and wants. This is a process that unfolds over time, helping you to become more aware of your finances and building your financial muscle

I was weeks into trying to figure out what to do after a terrible financial mistake. I'd contacted…read morea few places, but they all wanted fees upfront--even before hearing my full story. Then I came across a quiet mention of cwpsc (you know the rest com) in a forum. I reached out, cautiously. They listened first, didn't charge anything upfront, and stayed in touch throughout. Things eventually turned around, and I could finally sleep again.

Elite investment was recommended to me by several family and friends. I meet Fariba, the owner and…read morewere immediately impressed by her wealth of knowledge and down to earth and helpful attitude. She designed a strategy that fit my comfort level and would personally get involved if I had questions and concerns. I have recommended Elite to many friends and have gotten the same feed back.